Meridian Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $802K | Sell |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $669K | Sell |
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|
2023
Q3 | $989K | Buy |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $3.3M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $3.17M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $4.88M | Buy |
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|
2021
Q3 | $4.3M | Sell |
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|
2021
Q2 | $4.56M | Sell |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $4.12M | Buy |
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|
2020
Q3 | $960K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $338 | Buy |
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